Glekko logo

Paradigm, Strategies In Wealth Management, LLC - Q12026 Holdings

Paradigm, Strategies In Wealth Management, LLC holds 55 stocks with a total portfolio value of $ 147.41M as of Q12026. In Q12026, Paradigm, Strategies In Wealth Management, LLC added 8 new positions, increased stakes in 12 stocks, reduced 25 holdings, and fully exited 2 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 13.32% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options